JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$738M |
| 2 |
Walt Disney
DIS
|
$735M |
| 3 |
Bank of America
BAC
|
$602M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$478M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$438M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$1.28B |
| 2 |
Wells Fargo
WFC
|
$1B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$979M |
| 4 |
NXP Semiconductors
NXPI
|
$889M |
| 5 |
Lam Research
LRCX
|
$827M |
Sector Composition
| 1 | Financials | 16.18% |
| 2 | Technology | 11.43% |
| 3 | Healthcare | 9.58% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Industrials | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$293B
| $1.97B | 0.47% |
12,986,358
+266,478
| +2% | +$40.4M |
|
27
MetLife
MET
$53.6B
| $1.94B | 0.47% |
40,385,271
-556,938
| -1% | -$26.7M |
|
28
Visa
V
$681B
| $1.86B | 0.45% |
23,804,372
-5,691,094
| -19% | -$444M |
|
29
Vanguard S&P 500 ETF
VOO
$724B
| $1.8B | 0.43% |
8,757,988
+1,973,508
| +29% | +$405M |
|
|
PXD
30
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.74B | 0.42% |
9,652,149
+493,472
| +5% | +$88.9M |
|
31
Bristol-Myers Squibb
BMY
$96.7B
| $1.69B | 0.41% |
28,890,815
-3,992,914
| -12% | -$233M |
|
32
Charles Schwab
SCHW
$175B
| $1.68B | 0.4% |
42,591,751
+8,368,267
| +24% | +$331M |
|
33
Accenture
ACN
$158B
| $1.68B | 0.4% |
14,307,727
-2,537,955
| -15% | -$297M |
|
34
Delta Air Lines
DAL
$40B
| $1.66B | 0.4% |
33,630,389
-7,313,559
| -18% | -$360M |
|
35
Occidental Petroleum
OXY
$45.6B
| $1.65B | 0.4% |
23,144,799
-6,284,935
| -21% | -$448M |
|
36
EOG Resources
EOG
$65.8B
| $1.64B | 0.39% |
16,173,894
-133,450
| -0.8% | -$13.5M |
|
37
Mondelez International
MDLZ
$79.3B
| $1.61B | 0.39% |
36,319,556
-1,507,985
| -4% | -$66.8M |
|
|
38
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.58B | 0.38% |
32,262,254
+15,113,725
| +88% | +$738M |
|
39
Adobe
ADBE
$148B
| $1.55B | 0.37% |
15,033,060
-20,651
| -0.1% | -$2.13M |
|
40
Eli Lilly
LLY
$661B
| $1.55B | 0.37% |
21,030,744
-216,932
| -1% | -$16M |
|
41
Gilead Sciences
GILD
$140B
| $1.55B | 0.37% |
21,562,388
-2,806,343
| -12% | -$201M |
|
42
Stanley Black & Decker
SWK
$11.3B
| $1.53B | 0.37% |
13,373,609
+1,738,506
| +15% | +$199M |
|
43
AT&T
T
$208B
| $1.49B | 0.36% |
46,540,480
-1,162,693
| -2% | -$37.3M |
|
44
Chevron
CVX
$318B
| $1.48B | 0.36% |
12,574,033
-395,761
| -3% | -$46.6M |
|
45
TSMC
TSM
$1.2T
| $1.45B | 0.35% |
50,501,929
+2,276,859
| +5% | +$65.5M |
|
|
AGN
46
DELISTED
Allergan plc
AGN
| $1.44B | 0.35% |
6,853,249
-274,733
| -4% | -$57.7M |
|
47
Hartford Financial Services
HIG
$37.4B
| $1.44B | 0.35% |
30,141,297
+301,928
| +1% | +$14.4M |
|
48
Charter Communications
CHTR
$35.7B
| $1.43B | 0.34% |
4,950,734
+590,986
| +14% | +$170M |
|
49
iShares Russell Mid-Cap ETF
IWR
$44B
| $1.41B | 0.34% |
31,562,672
-151,196
| -0.5% | -$6.76M |
|
|
DISH
50
DELISTED
DISH Network Corp.
DISH
| $1.39B | 0.33% |
23,951,271
-489,691
| -2% | -$28.4M |
|